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花旗:中芯國際若納黑名單其技術升級將停滯,市場份額料被聯電等搶走
uSMART友信智投 09-07 09:40

彭博新聞社報道,花旗表示,如果被美國加入貿易黑名單,中芯國際擴產和升級料將停滯,因公司目前缺少非美設備供應商作爲替代;此舉或導致中芯的市場份額被台積電、聯電、世界、華虹半導體等競爭對手搶走。聯電等台股相關公司市初大升。

花旗分析師Roland Shu等人在報告中表示,若納入實體名單,泛林集團、KLAC等美國半導體設備供應商和電子設計自動化供應商需要獲得美國批準,才能向中芯國際銷售設備和軟件。

短期內,美國政府料否決美國設備和軟件公司向中芯國際出售產品的所有申請。

如果美國禁止新設備發貨,公司14納米及以下先進技術的開發將被打斷。

維持賣出評級和中芯國際港股14.8港元的目標價。

此前路透報道稱,特朗普政府考慮將中芯國際加入黑名單。

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